American Diabetes Association · 19 hours ago
Estate Administrator
United States
Full-time
Remote
Mid Level
$68K/yr - $75K/yr
3+ years expThe American Diabetes Association (ADA) is seeking an Estate Administrator to oversee the day-to-day management of assigned estate administration files. The role involves maintaining a caseload of estate files, reviewing estate documents, preparing receivables, and processing distributions from estates.
Health Care
Responsibilities
Work collaboratively with members of the department and members of other departments (ie field, finance call center, etc), in all aspects of the estate administration process
Utilize skills to review documents such as accountings, inventories, wills, trusts, claim forms, Petitions, Receipts, Releases, real estate contracts, settlements agreements, etc
Regularly initiate outreach to law firms and fiduciaries to obtain required estate documents, review estate documents, prepare receivables, and complete data management
When necessary, follow up for details on distributions, fiduciary appointments and status of estates, administration processes and complete condolence, thank you and closing letters
Responsible for managing the estate files independently including opening/closing files, ensuring relevant documents are made part of digital estate records, entering interactions on the donor records and assisting in processing daily estate mail
Maintain a digital file for each estate/trust matter, as well as assist with the ongoing transition from relying on hard files to a digital system
When assigned, complete claim forms (life insurance, brokerage accounts, annuities, etc) once the organization has been notified it is named as a designated beneficiary
Review estate documents independently for details necessary to determine the organization’s interest as a residuary beneficiary, specific bequest and/or a future interest/split interest opportunity
Work with external parties to obtain beneficiary details, asset values and estate provisions which will be used to calculate a receivable or recognize as investment income
Independently review financial records such as bank statements, annual reports, accountings and inventories. Depending on asset types there could be additional follow up and facilitating the liquidation of assets to meet the requirements of the gift acceptance policy
Collaborate with CFO and staff to execute all releases, receipt and other estate related forms
Prioritize estate work to maximize revenue while meeting audit requirements
Must work simultaneously on multiple matters, detailed oriented, organized
Qualification
Required
Bachelor's degree required, paralegal certificate a plus
Minimum of three years of experience in estate and trust administration, non-profit work experience a plus
Probate and trust administration
General estate planning
Estate and trust litigation
Basic accounting principles and concepts
Real estate administration
Asset valuation and liquidation
Asset and security transfers
Strong organizational skills
Effective written and oral communication abilities
Proficiency with MS Access, MS Excel, MS Word, and MS Outlook
Attention to detail and capacity to manage multiple tasks in a fast-paced environment
Ability to be flexible - working independently and with colleagues
Leadership Qualities
Travel Requirements: 10% - 15%
Benefits
A culture of recognition including new hire welcome announcements, service anniversary awards, referral bonuses, monthly All Employee Assembly, appreciation awards
Generous Paid Time Off, including holidays, vacation days, personal days and sick days
Comprehensive benefits package including medical, dental, vision, Flexible Spending Accounts (FSA), disability & life insurance, pet insurance and retirement savings
Guided by our mission, we provide top tier diabetes supply coverage through our medical benefits program
A company focus on offering mental health programs and work/life balance with most of our employees working remote
Company
American Diabetes Association
Diabetes Educators is a Health, Wellness and Fitness company located in 170 N 1100 E, American Fork, Utah, United States.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$6.45MKey Investors
CVS Health FoundationStupski FoundationSoutheastern Grocers
2026-01-14Grant· $2.6M
2025-08-14Grant· $0.1M
2024-10-29Grant
Leadership Team
Charles D Henderson
Chief Executive Officer
Recent News
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